Private Banker

Banque Nationale du Canada; City of Moncton; On-site; CAD 90,000 - 130,000; Full time

Benefits offered by this job

Health and wellness program

Employee Share Ownership Plan

Employee and family assistance program

Preferential banking services

Involvement in community initiatives

Virtual sleep clinic

Job summary

National Bank in Moncton is seeking a Private Banker for the Private Banking 1859 team to build lasting relationships, manage credit portfolios, and deliver tailored banking solutions to high‑net‑worth clients. You will act as a trusted advisor by identifying business opportunities, collaborating with Commercial Banking colleagues, and supporting wealth planning with Wealth Advisors.

The role rewards strong client service, business development, and a proven ability to grow client portfolios

Qualifications

• Bachelor's degree in a related field with four years of relevant experience, or Master's with two years.
• FP designation is considered an asset.
• Solid knowledge of banking products and services in both Personal and Commercial Banking.
• Outstanding client service, business development, and negotiation skills.
• Strong interpersonal abilities and a proven track record of building strong business relationships.

Responsibilities

• Build strong, long-lasting relationships with clients and manage their credit portfolios.
• Act as a trusted strategic advisor by identifying business opportunities and recommending solutions that align with clients' financial objectives.
• Develop new client relationships by being actively involved in your market and working closely with Commercial Banking colleagues on business development initiatives.
• Deliver credit solutions and wealth management advice to high-net-worth clients and their families, in close collaboration with Wealth Advisors.
• Analyze financial information using advanced financial analysis techniques and prepare financing and credit renewal applications.
• Contribute to the Bank's growth and profitability by providing tailored banking solutions based on clients' profiles and objectives.

Skills

Client relationship management

Negotiation skills

Business development

Interpersonal skills

Education

Bachelor's degree + 4 years experience

Master's degree + 2 years experience

Job description

Area(s) of interest: Advisory services, Commercial banking

Location(s): Moncton

A career as a Private Banker with the Private Banking 1859 team at National Bank means acting as a credit professional and providing financial planning advice to a high-net-worth clientele. Through your relationship-building and business development skills, your experience managing a portfolio, and your knowledge of banking services, you have a direct impact on the client, employee, and user experience, as well as on profitability and client acquisition.

Your role :

• Build strong, long-lasting relationships with clients and manage their credit portfolios.
• Act as a trusted strategic advisor by identifying business opportunities and recommending solutions that align with clients' financial objectives.
• Develop new client relationships by being actively involved in your market and working closely with Commercial Banking colleagues on business development initiatives.
• Deliver credit solutions and wealth management advice to high-net-worth clients and their families, in close collaboration with Wealth Advisors.
• Analyze financial information using advanced financial analysis techniques and prepare financing and credit renewal applications.
• Contribute to the Bank's growth and profitability by providing tailored banking solutions based on clients' profiles and objectives.

Your team:

Within the Commercial Banking & Private Banking 1859 sector, you will be part of a team of experienced professionals and report to the Senior Director, Private Banking 1859. Our team stands out for its wealth management expertise, service excellence, commitment to delivering an outstanding client and employee experience, collaborative culture, and positive work environment.

We promote a variety of continuous learning opportunities to support your professional development, including hands-on learning, access to training resources, and close collaboration with colleagues from diverse backgrounds and areas of expertise.

Requirements :

• Bachelor's degree in a related field and four (4) years of relevant experience, or a completed Master's degree and two (2) years of relevant experience.
• Financial Planner (FP) designation is considered an asset.
• Solid knowledge of banking products and services in both Personal and Commercial Banking.
• Outstanding client service, business development, and negotiation skills.
• Strong interpersonal abilities and a proven track record of building strong business relationships.

Languages:

Skills

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In addition to competitive compensation, upon hiring you'll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

• Health and wellness program, including many options
• Employee Share Ownership Plan
• Employee and family assistance program
• Preferential banking services
• Involvement in community initiatives
• Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees' ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We're a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people's lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person's unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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